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John Raymond Kageleiry

Keep more of your money, use Verium, the flat annual fee planner and portfolio manager

Verium Planning and Asset Management
CHIEF PLANNER & MEMBER/CHIEF COMPLIANCE OFFICER

Dover

NH

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Qualifications

Experience

No timeline events available.
Employer Years Dates
VERIUM PLANNING and ASSET MANAGEMENT 3 years, 11 months Jan 2016 - Present
Fidleity Investments 8 years, 1 month Nov 2007 - Dec 2015

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Is a indexed annunity better than a variable annunity fr a 60 yr old woman?
As others have commented more info about your situation would be needed but I think we can dispense with that notion as follows. The sole question I would ask is what goal would be met by using these?Generally speaking indexed annuities have high fees, are mind bendingly complex and rarely deliver ...  (more)
Answered Aug 2017
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Sep 24, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Sep 24, 2018
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Sept. 25, 2018
      • $4.8M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 13
        number of clients
      • $371.2K
        Estimated Average Account Balance Per Client

    Verium Planning and Asset Management

    Last updated on Aug. 23, 2017
      • N/A
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • N/A
        Accounts
      • N/A
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Other